“Helping clients pursue their financial goals is what we do.”
Casey started his financial services career in 2001 after graduating from Texas Tech University with a bachelor’s degree of business administration in finance. During his college years, he worked as a bank teller at a local Wells Fargo branch in Lubbock, Texas. It was during this experience that Casey determined that he enjoyed helping people, especially with their personal finances. After graduating, Casey accepted a new position at Wells Fargo Financial, where he specialized in personal lending.
Casey’s desire to help people intensified as his career evolved at Wells Fargo. During that time, he discovered that many of his banking clients had significant debt. In addition, he observed that many of the people he served did not have a financial plan and concluded the main reason for this shortfall was that they did not have access to quality financial advice. This bothered Casey to his core.
Casey feels that everyone should have a solid financial foundation to build and grow upon, a belief that led to him becoming a financial advisor. He joined Edward Jones in 2007 and while there, found a passion helping his clients develop and implement personal financial plans. His holistic approach to giving financial advice starts with developing financial goals. He then makes recommendations that are within the context of each client’s specific financial situation. A firm believer that each client should not only understand their plan but believe in it as well, Casey feels strongly that all of his clients have the ability to create a workable financial plan without sacrificing the present.
Casey’s favorite part of his role as a financial advisor is working with his clients. He loves to connect with them on a personal level and feels they are not just clients, but rather his extended family.
Speaking of family, there is nothing more important to Casey than his own. Casey and his wife, Tiffaney, are proud parents to their son, Kolten, and daughter, Kylee. They love to travel and spend time together outdoors when they are not at baseball or volleyball tournaments.